+717.1%
VLO vs CSGP
+61.5%
+655.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -0.9% |
| 7D | -9.5% | -3.2% | -6.4% | -8.8% |
| 30D | -19.1% | +2.2% | -21.4% | -20.4% |
| 3M | +11.4% | -3.7% | +15.0% | +10.9% |
| 6M | +46.7% | -7.4% | +54.2% | +46.9% |
| YTD | +118.6% | -54.9% | +173.5% | +168.1% |
| 1Y | +99.9% | -54.9% | +154.8% | +144.7% |
| 3Y | +210.5% | -61.9% | +272.4% | +291.8% |
| 5Y | +432.7% | -63.1% | +495.8% | +557.6% |
| 10Y | +717.1% | +65.1% | +652.0% | +510.1% |
| All | +717.1% | +61.5% | +655.7% | +510.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CSGP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling